#RiskRewardRatio #USElectronicsTariffs Tech Industry on Alert: Temporary Relief, Long-Term Uncertainty

The U.S. just granted a 90-day exemption on harsh new electronics tariffs, sparking a short-lived rally in global tech stocks. But don’t celebrate yet — national security reclassifications are coming, and smartphones, chips, and laptops could soon face tougher barriers than ever.

Trump’s message is loud and clear: "This is a pause, not a pivot."

Commerce is prepping sector-specific tariffs that may redefine supply chains and force Big Tech to rethink global strategies.

Winners: Apple suppliers (for now).

Losers: Chipmakers caught in the crosshairs.

Next Move: Watch for U.S.-based semiconductor investments ramping up.

Tariffs aren’t just policy — they’re strategy.

And this game’s far from over.